Our client is a privately held multi-family office and strategic business advisory platform dedicated to addressing the critical unmet needs where matters of wealth, business, and family intersect. They advise on approximately $3.0 billion of client net worth and over $1.0 billion of investable client assets.

Being a steward of multi-generational wealth for over three decades, the firm distinguishes itself through its demonstrated ability to solve complex problems for its clients, navigate family dynamics across many generations, develop bespoke planning strategies, and build resilient investment portfolios across public and private markets. The company also serves as a private investment office and a dedicated CIO for family offices and institutions.

Position Summary:

The position of Senior Wealth Advisor for the firm’s Private Wealth division will be responsible for maintaining the ongoing Private Wealth client relationships and leading in the development of new Private Wealth client relationships on behalf of the company. Duties include managing the delivery of wealth management and multi-family office services to clients and serving as their principal point contact. This will involve maintaining regular communication with the client and working in consultation with the client’s other advisors.

In addition, this position will either oversee or work collaboratively with a group of Private Wealth client support personnel, including but not limited to Wealth Planners, Wealth Strategists, and Wealth Servicing Specialists to assist in the delivery of investment management, tax planning, comprehensive financial planning, risk management solutions, estate and succession planning, and other pertinent financial services. Please note, that the company and its affiliates do not provide tax or legal advice. Therefore, the Senior Wealth Advisor will be responsible for managing and collaborating with the client’s outside advisors to assist in delivering a comprehensive, holistic wealth plan for the client.

Qualifications:

  • Ten or more years related experience, with a demonstrated depth and breadth of technical knowledge and expertise
  • CFP required; or Series 65 and Master's degree or equivalent in a relevant field preferred (Business Administration, Finance, Economics, Law, Taxation)
  • Experience working with private, high net-worth clients and/or institutional clients
  • Exceptional communication (verbal and written) and presentation skills
  • Highly developed problem-solving ability and a willingness to drive workflow
  • Ability to collaborate effectively and work well within a team structure
  • Entrepreneurial instincts and proactive attitude
  • Ethically driven with an unwavering client commitment
  • Proficient in Microsoft Office Suite – Excel, Outlook, PowerPoint, Word, OneNote
  • Proficiency in Portfolio Management Software and CRM systems

Reports to: The Senior Wealth Advisor will report directly to the Managing Director of Private Wealth or their designee.

Compensation: Basic salary of $150-200k plus excellent bonuses and benefits. Relocation assistance available.

Interested candidates should send a short cover note and their CV to Kay Shah – kays@agreusgroup.com

REF: AGR2790